GEORGE M. HILLER COMPANIES, LLC
Adviser information for GEORGE M. HILLER COMPANIES, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 425 | $151.9M |
| Non-Discretionary | 12 | $1.7M |
| Total | 437 | $153.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 293 | $34.6M |
| HNW Individuals | 138 | $116.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 5 | $2.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $106,288 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 109 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Lawyer or law firm |
Identifiers
| SEC RIA File Number | 801-16429 |
|---|---|
| SEC ERA File Number | 801-16429 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112409 |
| Legal Entity Identifier | None |
Principal Office
1110 MONARCH PLAZA3414 PEACHTREE RD NE
ATLANTA
GA
United States
Monday - Friday, 9:00AM TO 4:00PM
Tel: 404-365-0222, Fax: 404-365-0565
Websites
Chief Compliance Officer
HILLER GEORGE
CHIEF COMPLIANCE OFFICER
1110 MONARCH PLAZA
3414 PEACHTREE RD NE
ATLANTA
GA
United States
Tel:
404-365-0222
Fax:
404-365-0565
G******@***************M
(Full email address available in API data)
Regulatory Contact
HILLER MARIE
COMPLIANCE CLERICAL REVIEW
1110 MONARCH PLAZA
3414 PEACHTREE RD NE
ATLANTA
GA
United States
Tel:
404-365-0222
Fax:
404-365-0565
M******@***************M
(Full email address available in API data)
Industry Affiliates
| GEORGE M. HILLER - ATTORNEY AT LAW | Lawyer or law firm |
| UNLIMITED HORIZONS REALTY COMPANY | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HILLER, GEORGE, MEW | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 01/1985 | > 75% |